Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Illumina Inc. (ILMN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.20 SEC
2023   Q4 33,913 0.20 Reduce 99.34% 1.84 $2,389.09 $81,021,086 SEC
2023   Q3 5,126,614 1.85 Add 0.57% 0.01 $137.28 $703,781,508 SEC
2023   Q2 5,097,461 2.37 Add 0.29% <0.01 $187.49 $955,722,870 SEC
2023   Q1 5,082,478 3.12 Add 0.67% 0.02 $232.55 $1,181,930,308 SEC
2022   Q4 5,048,402 2.98 Add 11.66% 0.31 $202.20 $1,020,786,888 SEC
2022   Q3 4,521,397 2.42 Add 62.04% 0.93 $190.79 $862,637,000 SEC
2022   Q2 2,790,228 1.36 Add 6.05% 0.08 $184.36 $514,406,000 SEC
2022   Q1 2,631,171 1.79 Reduce 1.18% 0.02 $349.40 $919,331,000 SEC
2021   Q4 2,662,702 1.70 Add 4.99% 0.08 $380.44 $1,012,998,000 SEC
2021   Q3 2,536,079 1.89 Add 2.23% 0.04 $405.61 $1,028,659,000 SEC
2021   Q2 2,480,776 2.25 Add 4.36% 0.09 $473.21 $1,173,928,000 SEC
2021   Q1 2,377,029 2.06 Add 2.09% 0.04 $384.06 $912,922,000 SEC
2020   Q4 2,328,278 2.01 Add 313.71% 1.52 $370.00 $861,463,000 SEC
2020   Q3 562,775 0.47 Buy 0.47 $309.08 $173,942,000 SEC